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SVB Wealth’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

SVB Wealth’s Portfolio FTA Stock Details FTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-2,000
Closed -$93K – 870
2020
Q3 		$93K Hold
2,000
– – ﹤0.01% 685
2020
Q2 		$90K Buy
+2,000
New +$86.1K ﹤0.01% 583

Other funds holding FTA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

SVB Wealth's FTA Position: Q4 2020 in Review

SVB Wealth sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q4 2020, closing a stake of 2,000 shares — an estimated $93K sold.

SVB Wealth first reported a position in FTA in Q2 2020 and held it in 2 quarters. The position peaked at $93K in Q3 2020. 121 funds tracked by Wall St. Rank hold FTA as of Q4 2020.

  • SVB Wealth reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q4 2020 after selling out during the quarter.
  • SVB Wealth sold 2,000 First Trust Large Cap Value AlphaDEX Fund shares in Q4 2020, an estimated $93K.
  • SVB Wealth first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q2 2020 and held it in 2 quarters.
  • SVB Wealth's First Trust Large Cap Value AlphaDEX Fund position peaked at $93K in Q3 2020.
  • 121 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q4 2020.

Based on SVB Wealth's 13F filing for Q4 2020, filed 10 Feb 2021.